JCM

Julex Capital Management Portfolio holdings

AUM $42.4M
1-Year Est. Return 9.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+9.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$115M
AUM Growth
-$38.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$8.85M
3
+$8.81M
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$8.75M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$4.17M

Top Sells

1
+$20.4M
2
+$20.1M
3
+$11.5M
4
XLRE icon
State Street Real Estate Select Sector SPDR ETF
XLRE
+$9.86M
5
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$9.1M

Sector Composition

1 Financials 0.07%
2 Industrials 0.07%
3 Technology 0.06%
4 Consumer Discretionary 0.05%
5 Consumer Staples 0.05%
Name Market Value Portfolio Weight Shares or Principal Change
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